Longbow Finance Sa

CIK Number: 0001965552

937.07M
Market Value
80
# of Holdings
4 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 7, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
182.02
+0.24% 487.35K -24.74% 52.82M 55.94 6.33% Share
2 AAPL Apple Inc.
232.81
-0.22% 215.88K -34.24% 47.95M 150.62 5.74% Share
3 GOOG Alphabet Inc.
203.77
+0.36% 293.93K +20.46% 45.92M 111.61 5.50% Share
4 MSFT Microsoft Corpo...
522.28
+0.33% 122K -20.47% 45.8M 247.26 5.49% Share
5 AMZN Amazon.com, Inc...
230.94
+2.84% 231.84K +76.57% 44.11M 165.72 5.28% Share
6 META Meta Platforms,...
781.96
+0.24% 58.8K -17.68% 33.89M 507.74 4.06% Share
7 BRK-B Berkshire Hatha...
479.02
+0.36% 49.59K +9.42% 26.41M 353.19 3.16% Share
8 AVGO Broadcom Inc.
311.19
+0.68% 155.82K +24.28% 26.09M 163.72 3.13% Share
9 LLY Eli Lilly and C...
684.46
+3.63% 30.67K +68.05% 25.33M 691.97 3.03% Share
10 KO The Coca-Cola C...
69.52
-1.33% 321.67K +100.00% 23.04M 71.62 2.76% Share
11 JPM JPMorgan Chase ...
294.09
+1.23% 86.41K -17.68% 21.2M 139.91 2.54% Share
12 UBER Uber Technologi...
91.40
+0.63% 230.65K +707.47% 16.8M 73.06 2.01% Share
13 XOM Exxon Mobil Cor...
107.38
-0.21% 130K 0.00% 15.46M 113.69 1.85% Share
14 NFLX Netflix, Inc.
1230.56
+2.17% 16.31K -10.69% 15.21M 546.99 1.82% Share
15 WMT Walmart Inc.
100.84
-0.15% 172.02K -27.85% 15.1M 78.94 1.81% Share
16 C Citigroup Inc.
95.45
+0.85% 187.89K +45.96% 13.34M 70.58 1.60% Share
17 ABBV AbbVie Inc.
204.72
+1.61% 61.22K +55.91% 12.83M 193.34 1.54% Share
18 LNG Cheniere Energy...
232.63
+0.58% 48.08K -32.31% 11.13M 214.87 1.33% Share
19 BKNG Booking Holding...
5485.75
+0.69% 2.39K -17.68% 11.01M 4968.42 1.32% Share
20 USFD US Foods Holdin...
77.12
-1.95% 166.38K +24.69% 10.89M 67.06 1.30% Share
21 UNH UnitedHealth Gr...
271.50
-0.11% 20.7K -17.68% 10.84M 490.47 1.30% Share
22 VST Vistra Corp.
202.38
-1.41% 86.66K 0.00% 10.18M 137.87 1.22% Share
23 ISRG Intuitive Surgi...
477.00
-1.11% 19.7K +132.03% 9.76M 506.77 1.17% Share
24 CAH Cardinal Health...
150.22
+1.42% 69.06K -17.68% 9.51M 118.27 1.14% Share
25 WFC Wells Fargo & C...
79.38
+1.91% 129.83K -17.68% 9.32M 63.6 1.12% Share
26 GE GE Aerospace
269.72
+0.32% 45.7K -17.68% 9.15M 166.79 1.10% Share
27 VRTX Vertex Pharmace...
390.30
-1.42% 18.69K -17.68% 9.06M 374.69 1.09% Share
28 LIN Linde plc
477.49
+0.39% 19.45K -17.68% 9.06M 371.99 1.09% Share
29 PGR The Progressive...
250.95
+0.71% 31.98K +100.00% 9.05M 283.01 1.08% Share
30 KMI Kinder Morgan, ...
26.84
-0.09% 302.62K -17.68% 8.63M 27.4 1.03% Share
31 MMC Marsh & McLenna...
206.96
-1.14% 33.5K +100.00% 8.18M 244.03 0.98% Share
32 APH Amphenol Corpor...
110.75
+0.84% 124.56K +25.76% 8.17M 50.99 0.98% Share
33 YUMC Yum China Holdi...
44.80
-1.78% 155.15K -17.68% 8.08M 48.17 0.97% Share
34 CSCO Cisco Systems, ...
69.28
-1.58% 130.76K -17.68% 8.07M 52.88 0.97% Share
35 SYK Stryker Corpora...
378.47
-0.13% 20.33K -17.68% 7.57M 360.05 0.91% Share
36 COST Costco Wholesal...
975.42
-0.35% 7.55K -17.68% 7.14M 730.47 0.86% Share
37 HWM Howmet Aerospac...
176.03
-0.44% 53.21K +100.00% 6.9M 129.73 0.83% Share
38 GS The Goldman Sac...
746.99
+0.31% 12.47K 0.00% 6.81M 447.37 0.82% Share
39 HON Honeywell Inter...
218.15
-0.73% 32.1K -17.68% 6.8M 225.89 0.81% Share
40 STT State Street Co...
113.55
+1.84% 75.17K -17.68% 6.73M 98.15 0.81% Share
41 GILD Gilead Sciences...
119.00
-0.95% 59.38K +100.00% 6.65M 112.05 0.80% Share
42 EMR Emerson Electri...
134.37
-0.43% 58.19K -17.68% 6.38M 123.93 0.76% Share
43 BSX Boston Scientif...
104.16
+1.62% 62.03K +100.00% 6.26M 100.88 0.75% Share
44 PCAR PACCAR Inc
99.69
-0.96% 56.59K +100.00% 5.51M 97.37 0.66% Share
45 MCK McKesson Corpor...
673.84
+1.61% 8.13K -17.68% 5.47M 468.05 0.66% Share
46 IBM International B...
237.04
-1.26% 21.23K -17.68% 5.28M 202.26 0.63% Share
47 FI Fiserv, Inc.
134.58
+0.22% 23.69K +56.29% 5.23M 195.26 0.63% Share
48 TKO TKO Group Holdi...
190.99
-0.15% 31.55K +100.00% 4.82M 152.81 0.58% Share
49 MTB M&T Bank Corpor...
193.85
+0.33% 26.85K +100.00% 4.8M 178.75 0.57% Share
50 RL Ralph Lauren Co...
290.39
-3.89% 21.21K +100.00% 4.68M 220.74 0.56% Share
51 SNOW Snowflake Inc.
194.85
-1.02% 30.3K +100.00% 4.43M 146.16 0.53% Share
52 EXEL Exelixis, Inc.
38.48
-0.04% 118.35K +100.00% 4.37M 36.92 0.52% Share
53 SPGI S&P Global Inc.
564.10
+0.27% 8.58K -17.68% 4.36M 430.45 0.52% Share
54 GM General Motors ...
56.42
+1.51% 90.64K -17.68% 4.26M 53.27 0.51% Share
55 PANW Palo Alto Netwo...
173.55
-1.87% 24.93K -17.68% 4.25M 149.07 0.51% Share
56 AJG Arthur J. Galla...
293.43
-0.57% 11.88K +100.00% 4.1M 345.24 0.49% Share
57 FLEX Flex Ltd.
49.45
-1.79% 123.09K +100.00% 4.07M 33.08 0.49% Share
58 BK The Bank of New...
103.36
+1.42% 47.9K -17.68% 4.02M 76.83 0.48% Share
59 ORCL Oracle Corporat...
244.93
+0.31% 27.79K -59.77% 3.89M 137.19 0.47% Share
60 AR Antero Resource...
32.34
-0.11% 92.88K +100.00% 3.76M 40.44 0.45% Share
61 FITB Fifth Third Ban...
43.16
+0.43% 94.36K +100.00% 3.7M 39.2 0.44% Share
62 EXPE Expedia Group, ...
207.17
-1.19% 21.5K +100.00% 3.61M 168.1 0.43% Share
63 RCL Royal Caribbean...
312.34
-0.34% 17.47K +100.00% 3.59M 205.44 0.43% Share
64 LYV Live Nation Ent...
161.60
+1.72% 27.41K -52.5% 3.58M 122.2 0.43% Share
65 CMI Cummins Inc.
404.55
-0.55% 11.29K +100.00% 3.54M 313.44 0.42% Share
66 UTHR United Therapeu...
312.06
+0.76% 11.23K +100.00% 3.46M 308.27 0.41% Share
67 MS Morgan Stanley
148.51
+0.51% 29.36K -17.68% 3.43M 125.72 0.41% Share
68 GEV GE Vernova Inc.
625.14
-1.45% 11.22K -58.84% 3.42M 328.93 0.41% Share
69 HD The Home Depot,...
400.32
-1.68% 9.28K -58.6% 3.4M 388.99 0.41% Share
70 WAB Westinghouse Ai...
190.98
-1.76% 18.72K -17.68% 3.4M 189.59 0.41% Share
71 DLR Digital Realty ...
166.13
-1.45% 22.67K +94.36% 3.25M 153.21 0.39% Share
72 LIT Global X Lithiu...
45.33
-2.39% 80K 0.00% 3.11M 58.61 0.37% Share
73 CRH CRH plc
111.75
-1.67% 32.17K +100.00% 2.83M 87.97 0.34% Share
74 LDOS Leidos Holdings...
178.37
-1.97% 20.21K +100.00% 2.73M 134.94 0.33% Share
75 GMED Globus Medical,...
59.98
-4.48% 29K +100.00% 2.12M 73.2 0.25% Share
76 FCX Freeport-McMoRa...
42.27
-1.11% 52.21K +52.91% 1.98M 44.44 0.24% Share
77 PODD Insulet Corpora...
315.78
+2.30% 7.51K +100.00% 1.97M 262.61 0.24% Share
78 NFG National Fuel G...
87.75
-0.34% 20.22K +100.00% 1.6M 79.19 0.19% Share
79 INKT MiNK Therapeuti...
15.53
-11.26% 16.67K -90% 144K 1.07 0.02% Share
80 PLUG Plug Power Inc.
1.66
-0.3% 20.84K 0.00% 28.14K 12.37 < 0.01% Share